My Services
- As your Bookkeeper, I would handle the daily tasks related to recording of financial transactions. This may include posting your customer payments & deposits, entering bills & expenses and sending payments timely. It may also include generating basic financial reporting for management purposes. If you are starting a new business or not happy with your current bookkeeper, then I would love to help you with this.
- As your Accountant, I would interpret & analyze the financial state of your business. This would include reviewing your bookkeeping data and turning it into insights & actionable items for you. If you are getting reports every month or quarter, but don’t know if you are in the red or the black, then this may be what you are currently missing.
- As your Fractional Controller, I would prompt & propose strategic direction of your business based on financial analysis. This may focus on a particular special project or look at your business as a whole. If you have a good understanding of your business financially, but feel like you have missed opportunities, then this service is for you.
- Special Services: Clean-up & optimize an existing system, migrate an existing system, or set-up a new system
- AI Services: Python Automation & Coding, Basic Predictive Analytics & Data Science Techniques
Pick one service or mix & match for a truly personalized experience.
